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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MS RA APPROVED 2024-06-26
TX RA APPROVED 2024-06-25
  • MS RA
    APPROVED
    Since 2024-06-26
  • TX RA
    APPROVED
    Since 2024-06-25

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

1751 River Run, Ste 200, Fort Worth, TX 76107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Worth TX 03/2016 05/2023
Bank Of America, N.A. Fort Worth TX 04/2016 05/2023
Wise Wealth, Llc Lee'S Summit MO 05/2023 06/2024
Creativeone Wealth, Llc Overland Park KS 06/2024 Present
Hourglass Wealth 1751 River Run, Ste 200 TX 05/2023 Present
Previous Registrations
  • 2023-05-14 → 2025-02-04
    Wise Wealth, Llc
    Fort Worth, TX
    Lee'S Summit, MO
  • 2016-04-07 → 2023-05-16
    Arlington, TX
    Fort Worth, TX
    Fort Worth, TX
    Fort Worth, TX
    Frisco, TX
    Fort Worth, TX
    New York, NY
  • 2011-01-07 → 2016-03-23
    Td Ameritrade, Inc.
    Westlake, TX
    Fort Worth, TX
  • 2011-01-07 → 2016-03-23
    Td Ameritrade Investment Management, Llc
    Fort Worth, TX
Other Businesses

TASTE PROJECT POSITION: VICE PRESIDENT NATURE: NON PROFIT CHARITY INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 07/27/2012 ADDRESS: 8936 ARCADIA PARK DR, FORT WORTH TX 76244 DESCRIPTION: TASTE THIS WILL BE A RESTAURANT WHERE ALL PEOPLE OF THE COMMUNITY CAN GATHER FOR A HEALTHY, HIGH QUALITY MEAL, MADE FROM SEASONAL INGREDIENTS FROM THE SURROUNDING AREA AND ASK THAT PEOPLE ONLY PAY WHAT THEY CAN AFFORD. OUR MENU WILL HAVE NO PRICES. THIS IS A GIVE AND TAKE CONCEPT. AND THE WAIT STAFF IS ALL VOLUNTEERS LOOKING TO MAKE A DIFFERENCE IN OUR COMMUNITY. I'M ON THE BOARD SO WILL BE HELPING WITH FUND RAISERS, RAISING DONATIONS AND VOTING ON DECISIONS FOR THE PROJECT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-12-31
S63 Uniform Securities Agent State Law Examination 2007-06-15
  • S66 Uniform Combined State Law Examination
    2010-12-31
  • S63 Uniform Securities Agent State Law Examination
    2007-06-15

View on SEC IAPD

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